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Frequently Asked Questions

Yes, QuickBooks Online Payroll Core provides customizable payroll reports, allowing businesses to analyze payroll data and track key metrics relevant to their operations.
Yes, QuickBooks Online Payroll Premium allows you to customize payroll reports to track specific metrics, such as labor costs, employee hours, and tax liabilities, to meet your business needs.
Yes, Shopify POS allows you to customize receipts by adding your logo, promotional messages, and contact information. This customization reinforces your brand identity and provides an opportunity to engage customers with special offers or loyalty programs.
Yes, Go to the “Reports” menu, select the report you want to customize, and use the available options to modify the report according to your needs.
Yes, you can.  When you assign the standard user role, QuickBooks lets you choose the user's access rights. You can choose to give them all access, limited access, or none. Here are the 4 primary roles in QuickBooks Online Advanced:
  1. Primary Admin: The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account.  If you need to assign a new primary admin, you can transfer the role to another user.
  2. Company Admin:  A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin's access.
  3. Custom User:  This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen.
  4. Standard User:  You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.

Here is how you create a new role and assign it to a user:

Add a new role

If you’d like to create a new custom role, you just need to add the role and choose the different areas the role can access.

  1. Go to Settings ⚙, then select Manage users.
  2. Select the Roles tab, then select Add.
  3. Enter a role name and description.
  4. Select what the user role can access in QuickBooks, then select Save Role.

Assign a role to a new user

If you have a new user, you’ll need to add them in QuickBooks and assign a role.

  1. Go to Settings ⚙, then select Manage users.
  2. Select the Users tab, then select Add.
  3. Enter the user’s name and email address.
  4. From the Assign roles dropdown menu, select the role you want to assign to the user.
  5. Review the permissions this role has, then select Send invitation.
  6. Enter the custom role name and role description.
  7. Select Save Role.
If you have questions on permissions or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online Advanced free for 30 days, just click the free trial link below, and we will send you a full-access copy so that you can test drive it for yourself.
No.  You can only create and manage custom roles in QuickBooks Online Advanced.  QuickBooks Online Plus allows you to use the standard roles and customize what people can see within those parameters.  Here are the different preset roles that you can manage in Plus:
  1. Primary Admin: The primary admin is the main user who has access to every part of the QuickBooks account. They can manage all users and other admin tasks. By default, the primary admin is the person who initially set up the account.  If you need to assign a new primary admin, you can transfer the role to another user.
  2. Company Admin:  A company admin has access to every part of the QuickBooks account. They can do everything the primary admin can do, except edit or remove the primary admin's access.
  3. Custom User (Only available in QuickBooks Online Advanced):  This user can have specific access to areas in QuickBooks Online. This gives you even more control over what they see or do. For example, you can allow a custom user to see only the Bank Deposit screen.
  4. Standard User:  You can set different levels of access for this user. They can work with customers, sales, vendors, and expenses. These users can enter timesheets, add users, update company info, or manage subscriptions.
If you are looking to have the ability to create custom roles, you should take a look a QuickBooks Online Advanced and the additional features available in that subscription. If you have questions on permissions or anything related to QuickBooks Online, just give our experts a call at 866-949-7267 and we can help.  If you would like to try QuickBooks Online free for 30 days, just click the free trial link below, and we will send you a full-access copy so that you can test drive it for yourself.
Yes, you can generate a variety of reports, including timesheets, project reports, and payroll summaries, to gain insights into your workforce management.
Yes. You have the option to download a copy of your data and keep it on your own computer (known as a local copy). This gives you the added comfort and control of storing the data yourself as well as having us back it up.
Yes, When you purchase through Paygration, QuickBooks Online Advanced includes access to a dedicated account manager and premium consultation services.
Yes. Go to the “Settings” menu, select “Import Data,” choose the type of data to import (e.g., customers, vendors), and follow the instructions to upload your files.